Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALTON & ASSOCIATES INC | 04-16-2024 | 03-31-2024 | 189 | 205,216,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 551 | $217,259 | 4,919 | 0.00 | 0.00 | -43 | -0.87 | 03-31-2024 |
| NUVEEN FLOATING RATE INCOME | COM | Liquidated | $0 | 0 | 0.00 | 26,450 | +Inf | 12-31-2023 | |
| AFLAC INC | COM | Liquidated | $0 | 0 | 0.00 | 2,594 | +Inf | 03-31-2024 | |
| PALANTIR TECHNOLOGIES INC | CL A | 554 | $213,487 | 9,278 | 0.00 | 9,278 | +Inf | 03-31-2024 |
